Business Processing Administrator

We are seeking an entry-level associate to support our back-office and account administration functions, working primarily in a non-client facing capacity with opportunities for career growth.

All team members must be on site four days per week to facilitate collaboration and business needs.

• Processing and reviewing account openings
• Journal entry and other trade-related administrative tasks
• Processing client account updates and related tasks
• Registered income account updates
• Registered accounts
• Processing (includes RESP, RDSP, etc.)
• Processing and following up on internal and external asset transfers
• RESP withdrawal processing (EAP, PSE, NCW, AIP) and generating RESP breakdown
• Unlocking of locked-in accounts (LIRA, LRSP, LIF, etc.)
• Pending close/freeze account and balances write-offs
• Book value update entry

• Previous experience in the mutual-fund industry and/or customer service (preferred)
• Post-secondary education
• Knowledge of back-office functions
• Ability to prioritize effectively and work efficiently and independently to meet daily deadlines
• Detail-oriented, self-motivated, dedicated, and a good team player
• Fluency in English (verbal and written)
• Excellent communication and interpersonal skills
• Proficiency with MS Office applications
• Ability to thrive in a growing and dynamic environment
• Canadian Securities Course, IFIC, PFP, and other industry courses a plus
• Comfort in using and learning new software systems

Base salary range: $34,320 to $58,500, depending on experience, skills, education and budget. Eligible for a bonus program. Benefits include health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Most benefits are subsidized or fully paid for by the company. Additional benefits: modern headquarters location within walking distance from Union Station, training reimbursement, paid professional designations, employee savings plan, corporate discount program, enhanced group benefits, parental leave, top-up program, paid time off for volunteering.

CI Financial Corp. and all of our affiliates ("CI") are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process, please contact us at , or call  ext. 4747.